Berkeley Community Scholars DBA Berkeley Community Fund (EIN 943264327) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Sherry Smith

Phone

5105422126

Tax Period

2022-07-01 to 2023-06-30

Berkeley Community Scholars DBA Berkeley Community Fund, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2022. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $2.8M represent 26 months of operating reserves.

Mission

Berkeley Community Scholars empowers Berkeley youth who face racial, economic, and other barriers to achieving their college dreams by providing a unique experience of scholarships, advising, mentoring, and a community of support.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,062,059

Program Service Revenue $0

Investment Income $234,170

Other Revenue $0

TOTAL REVENUE $1,296,229

Expense Breakdown

Grants Paid $415,380

Salaries & Benefits $529,683

Fundraising Expenses $262,234

Program Expenses $891,534

Other Expenses $311,194

TOTAL EXPENSES $1,270,846

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,296,229	$1,151,144	+0.1%
Expenses	$1,270,846	$1,135,480	+0.1%
Net Income	$25,383	$15,664	+0.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

130

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$126,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sherry Smith	Executive Dir.	40.00	Officer	$120,000	$6,000	$126,000
Gwyneth Galbraith	Co-President	8.00	Officer Director	$0	$0	$0
Janet Tam	Co-President	8.00	Officer Director	$0	$0	$0
Rosa Luevano	Vice President	8.00	Officer Director	$0	$0	$0
Lila Beckford CPA	Treasurer	15.00	Officer Director	$0	$0	$0
Eric Jung	Secretary	8.00	Officer Director	$0	$0	$0
Ina Bendich	Director	2.00	Director	$0	$0	$0
Carol Brosgart MD	Director	2.00	Director	$0	$0	$0
Adena Ishii	Director	2.00	Director	$0	$0	$0
Rashida Hanif	Director	2.00	Director	$0	$0	$0
Ilse Daniela Rueda	Director	2.00	Director	$0	$0	$0
Ann Smulka	Director	2.00	Director	$0	$0	$0
Ursula Rodriguez	Director	2.00	Director	$0	$0	$0
Tina Self	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,296,229	$1,270,846	$2,874,551	$25,383
2022	$1,151,144	$1,135,480	$2,875,129	$15,664
2021	$1,035,177	$1,074,087	$3,204,943	$-38,910
2020	$1,178,758	$891,195	$2,802,489	$287,563
2018	$805,292	$772,084	$2,111,726	$33,208

Berkeley Community Scholars DBA Berkeley Community Fund